Joe Mac’s Market Viewpoint: Beyond the Housing Headwinds

The housing sector of the U.S. economy has reached an important inflection point. Bolstered by strong industry fundamentals, housing related stocks have nicely outperformed the broad indexes. Indeed, Long Housing is MRP’s longest running theme going back some six years. There are clearly possible headwinds on the horizon; nonetheless, the best may be yet to come. But the boom will not go on forever...